Laidlaw Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Laidlaw Wealth Management’s Portfolio VXUS Stock Details VXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,547	Closed	-$255K	–	376
2023 Q2	$255K	Sell	4,547 -13	-0.3%	-$727	0.05%	290
2023 Q1	$252K	Sell	4,560 -347	-7%	-$19K	0.05%	288
2022 Q4	$254K	Sell	4,907 -1,206	-20%	-$60.4K	0.05%	294
2022 Q3	$280K	Sell	6,113 -1,080	-15%	-$55.3K	0.07%	250
2022 Q2	$371K	Sell	7,193 -26	-0.4%	-$1.44K	0.08%	233
2022 Q1	$431K	Sell	7,219 -345	-5%	-$21K	0.07%	239
2021 Q4	$481K	Buy	+7,564	New	+$486K	0.08%	229
2021 Q1	–	Sell	-8,915	Closed	-$536K	–	370
2020 Q4	$536K	Buy	+8,915	New	+$502K	0.11%	181

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Laidlaw Wealth Management's VXUS Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2023, closing a stake of 4,547 shares — an estimated $255K sold.

Laidlaw Wealth Management first reported a position in VXUS in Q4 2020 and held it in 8 quarters. The position peaked at $536K in Q4 2020. 979 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

Laidlaw Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 4,547 Vanguard Total International Stock ETF shares in Q3 2023, an estimated $255K.
Laidlaw Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Vanguard Total International Stock ETF position peaked at $536K in Q4 2020.
979 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.